GeoWealth, a Chicago-based turnkey asset management platform for registered investment advisers, has upgraded its platform and doubled its manager menu.
GeoWealth expanded its model marketplace, increasing its vetted manager menu by over 200%. Advisers can now onboard separately managed accounts and single asset class or “sleeve-level” strategies to be used as building blocks in unified management account (UMA) allocations, the firm said in a release.
The firm also has launched an investment consulting division for advisers who want to completely outsource portfolio and UMA construction and maintenance while retaining their brand.
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The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
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